3 Steps for Helping Non-Spouse Beneficiaries Capitalize on Inherited Retirement Accounts
Feb 27, 2012 (Updated on Feb 28, 2012)
/
By Helen Modly, CFP, CPWA
Handling the transition of inherited retirement accounts from the owner to their non-spouse beneficiaries can be complicated. Follow these three steps to avoid mistakes that can be costly to the non-spouse beneficiaries.